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  • Bleakley in the News

    MARK NEWFIELD JOINS BLEAKLEY FINANCIAL GROUP AS PARTNER AND WEALTH ADVISOR, LAUNCHING A VIRGINIA AFFILIATE IN THE CITY OF RICHMOND.

    September 28th, 2020 - Newfield and his team, Angela Lessor and Melissa Clark, operate a planning and behavior focused wealth practice serving entrepreneurs, business executives, and affluent families throughout Virginia and across the country.

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  • Bleakley in the News

    $6B LPL ENTERPRISE GRABS THREE MORE PRACTICES

    September 23rd, 2020 - Bleakley Financial Group grabbed four advisors with nearly $500 million — boosting the enterprise’s assets above $6 billion.

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  • Bleakley in the News

    WE ARE PLEASED TO ANNOUNCE THE ADDITION OF CHRISTOPHER MACKIN AND MICHELLE MACKIN TO BLEKALEY FINANCIAL GROUP.

    September 21st, 2020 - Operating out of Boca Raton, FL and Fairfield, NJ, Christopher Mackin, CFP and Michelle Mackin bring a deep level of planning experience and strong focus on socially conscious investing to their clients.  We look forward to a successful partnership and supporting their growth.  Welcome to the Bleakley Team!

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  • Bleakley in the News

    ANDY SCHWARTZ RECOGNIZED AS BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS IN AMERICA 2020

    September 16th, 2020 -Excited to announce that Bleakley Financial Group's Andy Schwartz, CFP® was named to the Barron's America's Top Independent Financial Advisor List for 2020 - being one of 100 independent advisors who qualified around the country.

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  • Bleakley in the News

    ANDY SCHWARTZ RECOGNIZED AS FORBES 2020 TOP 250 WEALTH ADVISORS

    August 26th, 2020 - Andy Schwartz was recognized by Forbes and Shook Research as a top Financial Advisor out of 250 individuals around the country.

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  • Bleakley in the News

    TOP ADVISORS WEIGH IN: CLIENTS ASK, 'HOW BAD IS IT GOING TO GET?'

    May 27, 2020 - What are your clients’ biggest worries during this coronavirus pandemic? - Andy Schwartz

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  • Bleakley in the News

    BLEAKLEY FINANCIAL ADD MICHAEL AXELROD AS FIRM PRINCIPAL AND EQUITY PARTNER

    May 19th, 2020: With the agreement closing in early May, Axelrod becomes the first new equity member in over 27 years.

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  • Bleakley in the News

    Bleakley Leverages FinTech

    May 2020 - Feature on the Bleakley tech platform from FinTech Magazine, highlighting the enhancements made over the past couple years which allows us to continue to attract new advisors and grow our footprint across the country.  

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  • Bleakley in the News

    ANDY SCHWARTZ RECOGNIZED AS A 2020 FINANCIAL TIMES 400 TOP FINANCIAL ADVISOR

    April 16, 2020 - Andy Schwartz is 1 of 13 advisors from the state of New Jersey to be named to the 2020 Financial Times 400 Top Financial Advisors.

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  • Bleakley in the News

    ANOTHER GRAB FROM NORTHWESTERN BOOSTS EXPANDINGS LPL ENTERPRISE TO $6b

    Bleakley Financial Group added its sixth new financial advisor within the past year and its seventh recruit in a row to leave the expanding enterprise’s former broker-dealer.

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The opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.